PACLX Mutual Fund
NAV$38.09
AUM$668M
TER0.97%
Holdings217
PACLX Mutual Fund
NAV$38.09
T. Rowe Price Capital Appreciation Fund Advisor Class
AUM$668M
TER0.97%
Holdings217
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PACLX Mutual Fund Overlap Analysis
PACLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
PACLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 217 holdings, PACLX may share significant positions with broad-market funds.
PACLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. PACLX tax-loss harvesting finds highly correlated but non-identical funds.